OWA
Opal Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1K | Sell |
576
-22
| -4% | -$1.76K | 0.01% | 382 |
|
|
2025
Q1 | $42.9K | Buy |
+598
| New | +$42.9K | 0.01% | 376 |
|
|
2024
Q3 | – | Sell |
-818
| Closed | -$48.6K | – | 1168 |
|
|
2024
Q2 | $48.6K | Sell |
818
-165
| -17% | -$9.8K | 0.02% | 360 |
|
|
2024
Q1 | $57K | Buy |
+983
| New | +$57K | 0.02% | 206 |
|
|
2021
Q2 | – | Sell |
-5,503
| Closed | -$215K | – | 93 |
|
|
2021
Q1 | $215K | Buy |
+5,503
| New | +$215K | 0.23% | 74 |
|